Ridgeline Wealth Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$267K

Accounts

709

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 284843
Registered since: May 14, 2024
Website: www.ridgelinewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.43%
Individuals21.05%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ridgeline Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. Ownership is held by an individual and the firm focuses on serving individuals and families. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services, and the firm also acts as an insurance broker. Compensation models include a percentage of assets under management alongside hourly and fixed-fee arrangements. Ridgeline reports that it is not an active ESG investor and does not operate as a capital allocator or a related adviser.